Accounting · Live now · Updated 2026-05-15
ClaireAI × Xero
Xero accounting, fed by intake retainers.
What is the ClaireAI × Xero integration?
The ClaireAI × Xero integration routes retainer payments and trust deposits captured on intake calls directly into Xero, your firm's accounting system, with matter-aware classification so funds land in the correct trust or operating account on the first try — no end-of-month reclassification cycle. When Claire collects a retainer over a connected payment gateway (LawPay, AffiniPay, or your preferred processor), the transaction is written to Xero with matter number, practice area, client identifier, fee structure (flat / hourly / contingency), and IOLTA designation already mapped from your firm's chart of accounts. Month-end reconciliation effort drops sharply because there is no human reclassification step on Claire-originated transactions. Voided retainers and partial refunds flow through to Xero as offsetting entries with full audit trail back to the originating call. Connection runs over the official public API; setup is typically a 30-minute pairing session with your bookkeeper.
Sync map
What does ClaireAI sync to Xero?
How it works
How does ClaireAI work with Xero?
01
Retainer payment posts to Xero
When Claire collects a retainer on the call, the transaction routes to Xero with matter number, client identifier, and trust/operating designation pre-mapped — no manual reclassification.
02
Month-end reconciliation, without the cleanup
Because every Claire-originated transaction lands in the right Xero account on day one, your bookkeeper's month-end work shrinks to exception handling instead of full reclassification.
03
Refunds and voids handled cleanly
Voided retainers and partial refunds flow through to Xero as offsetting entries with full audit trail back to the originating intake call.
Setup
How long does Xero setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Sign in to Xero with an admin account and approve the OAuth scope ClaireAI requests.
- 02
In the ClaireAI Control Room, open Settings → Integrations → Xero. Paste your Xero account name and click Connect.
- 03
Map your Xero chart of accounts to Claire's intake schema. Most firms accept the defaults; personal-injury, criminal, and family-law presets ship out of the box.
- 04
Run a test call. New trust transactions land in Xero within 5 seconds of hang-up. You're live.
FAQ
Xero integration questions, answered.
How does ClaireAI integrate with Xero?
Claire posts retainer transactions, refunds, and voids to Xero via the official API, with matter and client linkage already mapped. Your bookkeeper sees transactions land in the correct account on the first pass.
Will trust funds land in the wrong account?
No. IOLTA designation is set per matter type during onboarding. Claire-originated transactions carry the designation through to Xero, so trust funds route to trust accounts and earned fees to operating — every time.
What happens at month-end?
Reconciliation effort drops sharply because there is no Claire-originated reclassification work. Your bookkeeper sees a clean ledger in Xero ready for normal close procedures.
How long does Xero integration setup take?
Most firms are live with Xero inside an hour: OAuth or API-key connection (under 5 minutes), field mapping with our team (20–30 minutes), test calls (15 minutes), then go-live on real traffic. No IT involvement required on the firm side.
See Claire push a real call into Xero.
Book a 20-minute walkthrough. We'll run a live test call against your Xero sandbox.
Book a demo